SOAR Tools and Worksheets

Getting Started

• Standard SOAR Process for Completing SSI/SSDI Applications  |  Spanish Version
• Access the SSA forms you'll need

Is this a SOAR Applicant?

• Sample SOAR Referral Tool | Legal Systems Version*
• Definitions of Homelessness
• SOAR Eligibility Decision Tree | Spanish Version

Information Gathering

• Initial Meeting Worksheet (DOCX)
• SSA Forms Guide (PDF)
• Application Tracking Worksheet (DOCX)

Non-Medical Information

• Documenting In-Kind Support and Maintenance (ISM) (PDF)
• SSI Income/Resource Worksheet (DOCX)
• Sample Rental Loan Agreement (DOCX)

Medical Records Collection

• Sample Agency Authorization for Release of Information (DOCX)
• Sample Medical Records Request Letter (DOCX)
• Frequent Medical Records Department Contact Worksheet (XLSX)
• Sample Multi-Agency Release (DOCX)
• Medical Records Request Tracking Worksheet (DOCX)

Medical Summary Report Tools

• Key Questions to Ask: Gathering Information for the MSR (PDF)
• MSR Template (DOCX)
• Interviewing Deaf and Hard of Hearing Individuals for the MSR

Supporting Documentation

Application Review and Submission

• Quality Review Checklist (DOCX)
• Creating a my Social Security Account for Applicants Flowchart
• Online Disability Benefits Application and Adult Disability Report 
• SOAR Checklist for Initial Claims (DOCX)

Post-Benefit

• Sample Physician Letter - SSI Continuation During Hospital/Nursing Home Placement (PDF)
• Avoiding and Managing SSI/SSDI Overpayments

Employment

• SSDI Trial Work Period Tracking (DOCX)  |  Calculator (Excel) 
• SSI Benefits & Work: Worksheet (Word)  |  Calculator (Excel)

Appeals

• Sample Good Cause for Late Filing Letter to SSA (PDF)
• Sample "On the Record" Review Request (PDF)

*These tools were developed by Policy Research Associates in partnership with the National Reentry Resource Center with a grant awarded by the Bureau of Justice Assistance.